+802.8%
TEAM vs PFGC
+327.9%
+474.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.5% |
| 7D | -0.4% | -2.2% | +1.8% | -0.1% |
| 30D | +67.3% | -11.9% | +79.2% | +70.6% |
| 3M | +86.8% | +5.0% | +81.8% | +85.0% |
| 6M | +146.8% | +8.6% | +138.2% | +142.2% |
| YTD | +16.9% | +9.7% | +7.2% | +14.0% |
| 1Y | +12.8% | -6.3% | +19.1% | +13.0% |
| 3Y | -7.3% | +58.2% | -65.5% | -14.9% |
| 5Y | -50.7% | +110.4% | -161.1% | -56.5% |
| 10Y | +529.8% | +272.8% | +257.1% | +425.1% |
| All | +802.8% | +327.9% | +474.9% | +661.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PFGC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling